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S&P Global

2,062 hedge funds and large institutions have $142B invested in S&P Global in 2025 Q2 according to their latest regulatory filings, with 134 funds opening new positions, 804 increasing their positions, 799 reducing their positions, and 111 closing their positions.

New
Increased
Maintained
Reduced
Closed

36% more call options, than puts

Call options by funds: $911M | Put options by funds: $668M

21% more first-time investments, than exits

New positions opened: 134 | Existing positions closed: 111

10% more funds holding in top 10

Funds holding in top 10: 7380 (+7)

2.22% more ownership

Funds ownership: 85.3%87.52% (+2.2%)

5% more capital invested

Capital invested by funds: $136B → $142B (+$6.29B)

1% more repeat investments, than reductions

Existing positions increased: 804 | Existing positions reduced: 799

1% less funds holding

Funds holding: 2,0752,062 (-13)

Holders
2,062
Holders Change
-13
Holders Change %
-0.63%
% of All Funds
27.15%
Holding in Top 10
80
Holding in Top 10 Change
+7
Holding in Top 10 Change %
+9.59%
% of All Funds
1.05%
New
134
Increased
804
Reduced
799
Closed
111
Calls
$911M
Puts
$668M
Net Calls
+$243M
Net Calls Change
+$77.5M
Name Holding Trade Value Shares
Change
Change in
Stake
PSB
2026
Piscataqua Savings Bank
New Hampshire
$4.75K +$4.49K +9 New
TLCM
2027
Twin Lakes Capital Management
California
$4.39K
MFG
2028
Mendota Financial Group
Wisconsin
$4.22K
FF
2029
Friedenthal Financial
New Jersey
$4.22K +$3.99K +8 New
CAC
2030
Core Alternative Capital
Georgia
$4.22K
GTAM
2031
Global Trust Asset Management
Florida
$4.22K
TCM
2032
TruNorth Capital Management
Michigan
$4.22K
PWM
2033
Parkworth Wealth Management
California
$4.22K +$2.5K +5 +167%
WA
2034
WestEnd Advisors
North Carolina
$3.69K -$998 -2 -22%
BC
2035
Barrett & Company
Rhode Island
$3.69K
CBT
2036
Crews Bank & Trust
Florida
$3.69K
T
2037
Tidemark
California
$3.69K
BFS
2038
Burkett Financial Services
South Carolina
$3.18K
SIC
2039
SJS Investment Consulting
Ohio
$3.16K -$4.49K -9 -60%
IHWM
2040
Iron Horse Wealth Management
Iowa
$3.16K
W
2041
WealthCollab
Washington
$3.16K
PS
2042
PayPay Securities
Japan
$3.16K +$998 +2 +50%
SRCM
2043
Signature Resources Capital Management
California
$2.64K +$2.5K +5 New
PP
2044
Pacifica Partners
Canada
$2.59K -$25K -50 -91%
1IA
2045
1620 Investment Advisors
Massachusetts
$2.15K
ACA
2046
American Capital Advisory
Idaho
$2.11K -$499 -1 -20%
CWM
2047
Cedar Wealth Management
California
$2.11K
MSFP
2048
Mark Sheptoff Financial Planning
Connecticut
$2.11K +$2K +4 New
PWM
2049
Proathlete Wealth Management
Florida
$2.11K +$2K +4 New
TIM
2050
Total Investment Management
Arizona
$2.11K +$2K +4 New

SPGI Hedge Fund Activity: Q2 2025 in Review

2,062 of the 7,595 institutional investors tracked by Wall St. Rank reported a position in S&P Global (SPGI) for Q2 2025, worth a combined $142B — up 4.6% from $136B a quarter earlier.

Buyers outnumbered sellers: 134 funds opened new SPGI positions and 111 closed out — a net gain of 23 holders — while 804 added to existing stakes and 799 trimmed.

The largest buyer was Broadwater Capital, adding an estimated $925M. The largest seller was Capital Research Global Investors, cutting an estimated $463M.

  • 2,062 institutional investors held S&P Global (SPGI) as of Q2 2025, down from 2,075 in Q1 2025.
  • Funds reported $142B of S&P Global stock for Q2 2025, up 4.6% quarter-over-quarter.
  • 134 funds opened new S&P Global positions in Q2 2025 and 111 closed out, a net change of +23 holders.
  • The largest S&P Global buyer in Q2 2025 was Broadwater Capital, an estimated $925M added.
  • The largest S&P Global seller in Q2 2025 was Capital Research Global Investors, an estimated $463M sold.

Based on aggregated 13F filings for Q2 2025.